See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $99,483 | $122,239-18.6% | $184,200-46.0% | $74,546+33.5% |
| Participation rate | 48.7% | 85.5%-36.8pp | 86.8%-38.2pp | 67.2%-18.5pp |
| Annual return | 17.50% | 19.95%-2.5pp | 28.80%-11.3pp | 1366.03%-1348.5pp |
| Employer contribution / active EE | $1,757 | $4,537-61.3% | $6,424-72.6% | $2,624-33.0% |
| Participant deferral / active EE | $4,425 | $7,139-38.0% | $9,132-51.5% | $4,347+1.8% |
| Admin fee / account holder | $3,007 | $1,260+138.7% | $13,907-78.4% | $1,944+54.7% |